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State Street Industrial Select Sector SPDR ETF

1,002 hedge funds and large institutions have $82B invested in State Street Industrial Select Sector SPDR ETF in 2021 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 401 increasing their positions, 325 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 401 | Existing positions reduced: 325

8% more capital invested

Capital invested by funds: $75.6B → $82B (+$6.37B)

2.97% more ownership

Funds ownership: 80.74%83.71% (+3%)

6% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 87

1% less funds holding

Funds holding: 1,0101,002 (-8)

19% less funds holding in top 10

Funds holding in top 10: 4234 (-8)

35% less call options, than puts

Call options by funds: $1.36B | Put options by funds: $2.1B

Holders
1,002
Holders Change
-8
Holders Change %
-0.79%
% of All Funds
17.54%
Holding in Top 10
34
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-19.05%
% of All Funds
0.6%
New
92
Increased
401
Reduced
325
Closed
87
Calls
$1.36B
Puts
$2.1B
Net Calls
-$736M
Net Calls Change
+$356M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
826
Caldwell Trust
Florida
$163K
CFA
827
Carroll Financial Associates
North Carolina
$159K -$170K -1,651 -50%
LWM
828
Liberty Wealth Management
California
$155K +$87.7K +854 +117%
MMG
829
Monetary Management Group
Missouri
$152K +$20.5K +200 +15%
TLFA
830
True Link Financial Advisors
California
$151K
CHA
831
Carmichael Hill & Associates
Maryland
$145K
AW
832
Alaethes Wealth
Nevada
$141K +$15.6K +152 +12%
EIP
833
Ellis Investment Partners
Pennsylvania
$137K -$12.8K -125 -8%
OSAM
834
O'Shaughnessy Asset Management
Connecticut
$137K
PFSC
835
Peoples Financial Services Corp
Pennsylvania
$130K +$9.24K +90 +7%
TCWA
836
Ten Capital Wealth Advisors
Washington
$128K -$7.61M -74,076 -98%
BFC
837
Bedel Financial Consulting
Indiana
$127K +$4.31K +42 +3%
CPFP
838
Clear Perspectives Financial Planning
Ohio
$124K
BCP
839
Blue Chip Partners
Michigan
$123K +$411 +4 +0.3%
EVM
840
Eaton Vance Management
Massachusetts
$123K +$20.6K +201 +12%
BCWM
841
Bartlett & Co Wealth Management
Ohio
$119K -$10.3K -100 -8%
UFF
842
USA Financial Formulas
Michigan
$119K -$12.8K -125 -9%
BC
843
Bartlett & Co
Ohio
$119K -$10.3K -100 -8%
JGIA
844
Jackson Grant Investment Advisers
Connecticut
$116K +$205 +2 +0.2%
AIP
845
Ameritas Investment Partners
Nebraska
$115K +$3.8K +37 +3%
BW
846
Bison Wealth
Georgia
$112K
ACA
847
Aptus Capital Advisors
Alabama
$106K -$15.1K -147 -12%
NL
848
NVWM LLC
Pennsylvania
$104K +$26.6K +259 +32%
PMFA
849
Plante Moran Financial Advisors
Michigan
$104K +$65K +633 +148%
CB
850
Community Bank
New York
$102K

XLI Hedge Fund Activity: Q3 2021 in Review

1,002 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q3 2021, worth a combined $82B — up 8.4% from $75.6B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new XLI positions and 87 closed out — a net gain of 5 holders — while 401 added to existing stakes and 325 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $178M. The largest seller was Prudential plc, cutting an estimated $739M.

  • 1,002 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q3 2021, down from 1,010 in Q2 2021.
  • Funds reported $82B of State Street Industrial Select Sector SPDR ETF stock for Q3 2021, up 8.4% quarter-over-quarter.
  • 92 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q3 2021 and 87 closed out, a net change of +5 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q3 2021 was JP Morgan Chase, an estimated $178M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q3 2021 was Prudential plc, an estimated $739M sold.

Based on aggregated 13F filings for Q3 2021.